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← CockpitCompetitor Analysis › 3583.TW Scientech CorporationOpen in the cockpit ↗

Scientech Corporation3583.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Taiwanese semiconductor equipment maker and distributor, specializing in wet-process cleaning and plating tools.

Momentum laggard 3
Mkt cap
$1.07B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$13.9M
20-day average traded
Fwd P/E
16.0×
forward earnings
ROIC−WACC
+25.5 pp
WACC 10.6%
Hurdle
-16 pp
Req g minus delivered
Next earnings
118 days
4 Mar 2027
Close · TWDNT$425.00
1D-8.6%
1W-24.6%
1M-42.9%
3M-39.2%
6M-46.5%
YTD+27.2%
1Y+16.0%
ATR %8.4%
52w lowhigh57.9% off high

What Scientech does

Taiwanese semiconductor equipment maker and distributor, specializing in wet-process cleaning and plating tools.

Two income sources: tools it makes itself, sold as capital-equipment projects to fabs and packaging houses, and equipment from overseas makers that it represents locally, earning a distributor's margin and service fees. Orders follow fab and advanced-packaging expansions.

Products and services

  • Wet cleaning equipment
  • Plating equipment
  • Equipment distribution (third-party tools)

Customers

  • Semiconductor foundries and memory makers in Taiwa

Where it sits in the supply chain

  • Information Technology
  • Semiconductor equipment
  • Wafer-fab equipment (wet process)

What could go right

  • Semiconductor capex upcycle
  • Advanced packaging equipment demand

What could go wrong

  • Customer concentration in Taiwan fabs
  • Semiconductor equipment cyclicality

Moat: narrow (customer qualification, process know-how). Qualified wet-process tools at Taiwanese fabs plus distribution agreements for third-party equipment.

Headquarters: Hsinchu, Taiwan

Named competitors

Scientech at a glance

Size Scientech (3583.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $1.07B, the 261st largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$425.00 on 6 Nov 2026.

Performance Over six months the shares fell 46.5%, against -28.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 8.9% over the last twelve months (peer median +8.7%); the operating margin is 14.1% (peer median 3.4%).

Valuation It trades at 16.0× forward earnings against a peer median of 36.9× (2nd cheapest of 17).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is -16 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 25.5 points above its cost of capital (10.6% WACC).

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 713583.TW 53
Six months, rebased to 100: Scientech against the median of its 20 peers (local-currency closes).

Scientech financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$11.8BNT$11.4BNT$9.69BNT$6.91BNT$5.64B
Revenue growth—+17%+40%+22%—
Gross profitNT$4.08BNT$3.69BNT$2.82BNT$2.11BNT$2.00B
EBITDANT$1.93BNT$1.78BNT$1.25BNT$839MNT$824M
Net incomeNT$1.36BNT$1.11BNT$927MNT$650MNT$569M
Free cash flowNT$2.25BNT$230MNT$1.18BNT$949MNT$1.92B
Capital expenditureNT$555MNT$1.11BNT$558MNT$66.0MNT$407M
Total debtNT$263MNT$1.60BNT$1.80BNT$381MNT$502M

Quarterly statements and history in the cockpit →

Scientech competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-40%-20%0%30109530070849916884396885910020176019086885086887903000533004933008426886626885846116688262300327UTLSOLAR6884863583.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Scientech is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×200×400×30109530070849916884396885916885083004933008420020796116688262UTLSOLAR6884863583.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Scientech is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%301095499168843900201760190868879030049300207961163003273583.TWGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Scientech is the large dot.

Scientech competitors and peer comparison

Head to head with its named competitors (3583.TW vs 7735.T vs 8035.T vs ACMR)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Scientech 3583.TW$1.07B-46%+9%14%16.0×10.4%
Screen 7735.T$9.20B-24%+3%20%12.4×17.3%
Tokyo Electron 8035.T$122B+41%+18%28%23.1×28.8%
ACM Research ACMR$3.11B-25%+27%13%16.0×n/a
Kokusai Electric 6525.T$7.62B-21%+15%19%20.0×30.9%

How Scientech compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Scientech against its 20 peers (data as of 6 Nov 2026)
Measure3583.TWPeer medianRank in peer set
1-month return-42.9%-14.1%2nd lowest of 21
6-month return-46.5%-28.1%4th lowest of 21
Distance from 52-week high-57.9%-49.4%8th lowest of 21
Revenue growth (TTM)+8.9%+8.7%11th highest of 21
Operating margin14.1%3.4%4th highest of 21
Forward P/E16.0×36.9×2nd cheapest of 17
Growth the price implies (Req g, 7 yrs)10.4%34.2%2nd least demanding of 11
Growth delivered (Del g)+26.0%+12.0%3rd highest of 11
Hurdle (Req g minus delivered)-15.6 pp+17.8 ppleast demanding of 11
ROIC minus cost of capital+25.5 pp-6.7 pp2nd highest of 21
EV / EBITDA14.8×n/a—
Net debt / EBITDA-3.7×n/a—

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Scientech 3583.TWTaiwan$1.07B-46%+9%14%16.0×10.4%+26.0%
Semitronix 301095.SZChina$1.07B-35%+29%0%59.8×58.0%+42.7%
Focus Lightings Tech 300708.SZChina$1.07B-14%-38%9%28.6×n/an/a
GCS 4991.TWOTaiwan$1.06B-61%+52%20%37.8×39.2%+8.2%
Guizhou Zhenhua Fengguang Semiconductor 688439.SSChina$1.05B-28%-39%4%14.9×18.6%+16.1%
Telink Semiconductor (Shanghai) 688591.SSChina$1.05B-15%+7%4%82.2×n/an/a
Eastcompeace Technology 002017.SZChina$1.08B-34%+4%10%n/a30.4%+4.5%
Beijing Jingyuntong Technology 601908.SSChina$1.05B-26%-32%-49%n/a-5.1%-5.1%
Wuxi Chipown Micro-electronics 688508.SSChina$1.09B-35%+12%-4%36.1×n/an/a
Beijing OnMicro Electronics 688790.SSChina$1.04B-51%-10%-16%n/a41.4%+26.8%
Zhuhai Aerospace Microchips Science & Technology 300053.SZChina$1.10B-40%+10%-114%n/an/an/a
Shanghai Fortune Techgroup 300493.SZChina$1.04B-15%+3%3%59.6×35.9%+15.8%
Wuxi DK Electronic Materials 300842.SZChina$1.03B-48%+36%4%34.2×n/an/a
Suzhou Good-Ark Electronics 002079.SZChina$1.10B-31%+12%2%42.7×32.5%+17.1%
Guangdong Fuxin Technology 688662.SSChina$1.10B+19%+15%13%73.2×n/an/a
Wafer Works (Shanghai) 688584.SSChina$1.11B-6%-1%7%74.8×n/an/a
Hannstar Display 6116.TWTaiwan$1.01B+43%+4%-25%18.4×14.9%-10.2%
CCore Technology 688262.SSChina$1.13B-43%+104%-51%372.5×n/an/a
Sino Wealth Electronic 300327.SZChina$1.13B-18%+7%1%25.7×58.7%+4.9%
Fujiyama Power Systems UTLSOLAR.NSIndia$1.14B+23%+72%17%18.6×n/an/a
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%27.9×n/an/a

Questions

Who are Scientech's main competitors?
Named competitors: Screen Holdings (7735.T), Tokyo Electron (8035.T), ACM Research (ACMR), Kokusai Electric (6525.T). The cockpit's measured peer set (industry) also includes Semitronix (301095.SZ), Focus Lightings Tech (300708.SZ), GCS (4991.TWO), Guizhou Zhenhua Fengguang Semiconductor (688439.SS), Telink Semiconductor (Shanghai) (688591.SS), Eastcompeace Technology (002017.SZ).
Is Scientech expensive compared with its peers?
On forward p/e it trades at 16.0× against a peer median of 36.9×, 2nd cheapest of 17 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is -16 pp: the price already allows for a slowdown.
How has Scientech stock performed?
Over six months to 6 Nov 2026 the shares returned -46.5% against -28.1% for the median peer; over one year +16.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.